About
About Oz Merchant
A 20+ year veteran of company building, CEO coaching, and the founder-to-CEO transition. I help early-stage founders scale from $500K to $5M+ by developing the leadership capabilities they need to grow.
The Journey
Act One: Retail & Early eCommerce
With a degree in production management, I spent years in retail — opening two stores and expanding into wholesale apparel distribution. In the early 2000s, I dove into eCommerce, selling on eBay, Amazon, and Shopify platforms. Along the way, I completed a coaching certification and pursued personal development training that would shape everything that came next.
Act Two: SaaS & Venture Capital
Over 20 years, I have helped scale 6 B2B SaaS companies — 4 of which achieved successful exits. I developed go-to-market strategies, built sales teams, and implemented growth playbooks across markets worldwide.
Act Three: Coaching & Futureproof
Today, I'm the founder & CEO of Futureproof — a financial copilot for SaaS and ecommerce founders handling bookkeeping, forecasting, and cap table management. I serve as Program Director for Founder Institute NC and dedicate my time to coaching early-stage CEOs, helping them navigate the founder-to-CEO transition with clarity and confidence.
Five Core Coaching Topics
Every coaching engagement focuses on these five pillars — tailored to where you are and where you want to go.
Leadership Growth & Peak Performance
Become the leader your team needs by fostering trust, alignment, and high performance. Develop emotional intelligence, address blind spots, and create a thriving culture.
Vision & Strategic Planning
Define your organization's future with a clear, actionable vision and strategic roadmap. Turn big ideas into measurable outcomes by prioritizing what truly matters.
Scaling & Customer Success
Master scaling while maintaining operational integrity. Optimize acquisition, retention, and service delivery for profitable, sustainable growth.
Financial Leadership & Accountability
Stay on top of your numbers and make data-driven decisions. From managing cash flow to setting financial goals, elevate your role as a strategic financial leader.
Execution & Team Dynamics
Align your people, eliminate bottlenecks, and turn bold visions into measurable outcomes. Drive results while building a culture of seamless collaboration.
Coaching Details
Ideal Clients
- SaaS: $50K+ MRR with sub-90-day sales cycles
- Ecommerce: $500K+ annual sales
Rates
- Per session: $300–$500 (sliding scale)
- Monthly: $1,200–$2,000 (4 sessions)
- Quarterly minimum commitment. Budget flexibility available.
Format
Virtual sessions on Mondays, Wednesdays, or Fridays. Text/email support 10am-5pm ET weekdays.
Board Advisory
Currently serving as Board Advisor at MasRefund, Seed2Table, and SentiVest.
Podcast Appearances & Media
Watch Oz share insights on scaling, leadership, and the founder-to-CEO journey across podcasts and interviews.
Selling on Giants: Launching, Scaling, and Exiting Your eCommerce Brand
CEO Mindsets, Omni-Channel Selling, and More
Global Visions: How to Scale Your Business Internationally
Mastering Marketplaces and the Ecommerce Journey
Strategies for Scaling Amazon Business While Maintaining Cash Flow
How to Identify the Best Service Providers for Your Business
Scale Your Ecommerce Business with Capital Management
Hack Your Mind to Design Your Happiness
Ecommerce Funding Made Simple for More Sales
A Funding Solution for Ecommerce Scaling as You Think About Exiting
Don't Let Your Lack of Cash Flow Knowledge Derail Your Business
From Venture Capital to Working Capital to Business Planning
Staying Ahead in the Competitive Amazon Marketplace
How to Use Outside Capital to Scale
Essentials for Sustaining a Healthy Business
Make Your Product Future Proof
Let's Talk About Your Growth
Book a free introductory call to discuss where you are, where you want to be, and how we can get there together.
Book Your Free Intro Call